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Meridian Wealth Partners’s A.O. Smith AOS Stock Holding History

Meridian Wealth Partners’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-7
Closed – – 152
2021
Q1 		$0 Sell
7
-869
-99% -$52.8K ﹤0.01% 1326
2020
Q4 		$48K Buy
876
+4
+0.5% +$220 0.02% 145
2020
Q3 		$46K Buy
872
+4
+0.5% +$200 0.02% 131
2020
Q2 		$41K Buy
868
+5
+0.6% +$218 0.02% 138
2020
Q1 		$33K Buy
863
+4
+0.5% +$170 0.02% 144
2019
Q4 		$41K Buy
+859
New +$41.6K 0.03% 144

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Meridian Wealth Partners's AOS Position: Q2 2021 in Review

Meridian Wealth Partners sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 7 shares.

Meridian Wealth Partners first reported a position in AOS in Q4 2019 and held it in 6 quarters. The position peaked at $48K in Q4 2020. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

  • Meridian Wealth Partners reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 7 A.O. Smith shares in Q2 2021.
  • Meridian Wealth Partners first reported a position in A.O. Smith in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's A.O. Smith position peaked at $48K in Q4 2020.
  • 542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.